William Highbourne Wealth Management Limited in Exeter, EX5 2LZ

Description

Data updated on: 01-11-2023

2010 marks the founding of William Highbourne Wealth Management Limited, the firm registered at Briar House, Clyst Honiton, Exeter. This means it's been fourteen years William Highbourne Wealth Management has prospered on the British market, as it was created on 2010-03-17. Its registration number is 07193496 and the company postal code is EX5 2LZ. Started as Pieter Burger & Associates, the firm used the name up till 2018-12-18, when it was changed to William Highbourne Wealth Management Limited. The enterprise's SIC and NACE codes are 66300 and their NACE code stands for Fund management activities. The business most recent financial reports provide detailed information about the period up to 2023-03-31 and the latest confirmation statement was filed on 2023-03-17.

Given the firm's constant growth, it was necessary to formally appoint extra company leaders: Stuart H. and Pieter B. who have been assisting each other since 2022-03-31 for the benefit of the business.

Previous company's names
William Highbourne Wealth Management Limited 2018-12-18
Pieter Burger & Associates Limited 2010-03-17

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-03-31	2013-03-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	500	501	8 281	22 035	15 379

Balance Sheet
Cash Bank On Hand					19	5 904	18 112	29 990	50 143	78 907	134 255
Current Assets	15 137	26 385	33 759	52 330	50 429	58 715	85 212	110 627	135 183	133 780	179 485
Debtors	14 927	26 373	24 506	49 975	50 409	52 811	67 100	80 637	85 040	48 165	45 230
Net Assets Liabilities					15 379	8 542	20 965	38 550	63 979	82 610	120 488
Other Debtors					8 493	565					452
Property Plant Equipment					11 910	9 179	8 459	30 776	25 817	24 642	22 354
Cash Bank In Hand	210	12	9 253	2 355	20
Net Assets Liabilities Including Pension Asset Liability	500	501	8 281	22 035	15 379
Tangible Fixed Assets	1 925	1 601	3 243	13 811	11 909

Capital & Reserves
Called Up Share Capital	500	500	500	500	500
Profit Loss Account Reserve		1	7 781	21 535	14 879
Shareholder Funds	500	501	8 281	22 035	15 379

Other Financial Data
Accrued Liabilities										13 706	3 218
Accrued Liabilities Not Expressed Within Creditors Subtotal						-7 118	-10 628	-14 440	-100	-13 706
Accumulated Depreciation Impairment Property Plant Equipment					11 167	14 226	17 228	27 486	36 091	44 305	51 167
Additions Other Than Through Business Combinations Property Plant Equipment						328	2 282	32 575	3 646	7 039	5 921
Administrative Expenses					133 576	150 940
Amounts Owed To Related Parties						217
Average Number Employees During Period						5	6	5	7	6	6
Bank Borrowings					1 816	2 135
Bank Overdrafts					5 870	14 198					13 025
Comprehensive Income Expense					53 507	50 163
Creditors					1 816	59 352	62 690	14 958	11 887	7 469	4 128
Depreciation Expense Property Plant Equipment					3 453	3 059
Disposals Decrease In Depreciation Impairment Property Plant Equipment											-589
Disposals Property Plant Equipment											-1 347
Dividend Per Share Interim					60 163	57 000	58 755	47 200	90	94	102
Dividends Paid					-60 163	-57 000
Finance Lease Liabilities Present Value Total										7 469	4 128
Increase From Depreciation Charge For Year Property Plant Equipment						3 059	3 002	10 258	8 605	8 214	7 451
Interest Payable Similar Charges Finance Costs					666	729
Net Current Assets Liabilities	-1 425	-1 100	5 038	12 961	5 286	6 481	23 134	37 172	50 149	65 437	102 262
Number Shares Issued Fully Paid						500	500	500	500	500	500
Operating Profit Loss					65 279	67 078
Other Creditors					13 416	21 002				1 199	337
Other Interest Receivable Similar Income Finance Income					46	10
Par Value Share		1	1	1	1		1	1	1	1	1
Prepayments										6 708	8 193
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal							612	421	946	6 708
Profit Loss					53 507	50 163
Profit Loss On Ordinary Activities Before Tax					64 659	66 359
Property Plant Equipment Gross Cost					23 077	23 405	25 687	58 262	61 908	68 947	73 521
Taxation Social Security Payable					12 383	17 631				39 594	43 221
Tax Tax Credit On Profit Or Loss On Ordinary Activities					11 152	16 196
Total Assets Less Current Liabilities			8 281	26 772	17 195	15 660	31 593	67 948	75 966	90 079	124 616
Total Borrowings					1 816	16 333				7 469	4 128
Trade Creditors Trade Payables					9 719	4 169				9 426	12 918
Trade Debtors Trade Receivables					41 915	52 246				48 165	36 585
Turnover Revenue					198 855	218 018
Company Contributions To Money Purchase Plans Directors							200	4 450	8 850	9 850	1 800
Director Remuneration						8 052	8 160	8 424	8 628	9 504	9 564
Creditors Due After One Year				4 737	1 816
Creditors Due Within One Year	16 562	27 485	28 721	39 369	45 143
Fixed Assets	1 925	1 601	3 243	13 811	11 909
Number Shares Allotted	500	500	500	500	500
Value Shares Allotted	500	500	500	500	500

Company staff

Stuart H.

Role: Director

Appointed: 31 March 2022

Latest update: 30 March 2024

Pieter B.

Role: Director

Appointed: 17 March 2010

Latest update: 30 March 2024

People with significant control

Executives who control the firm include: Pieter B. owns over 3/4 of company shares and has 3/4 to full of voting rights. Tanya B. owns over 3/4 of company shares and has 3/4 to full of voting rights.

Pieter B.

Notified on 17 March 2017

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Tanya B.

Notified on 17 March 2017

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	31 March 2024
Confirmation statement last made up date	17 March 2023

Annual Accounts 31 July 2013
Start Date For Period Covered By Report	2012-04-01
End Date For Period Covered By Report	2013-03-31
Date Approval Accounts	31 July 2013
Annual Accounts
Start Date For Period Covered By Report	2013-04-01
End Date For Period Covered By Report	2014-03-31
Annual Accounts 22 September 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	22 September 2015
Annual Accounts 2 August 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	2016-03-31
Date Approval Accounts	2 August 2016
Annual Accounts
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	2017-03-31
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	2018-03-31
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	2019-03-31
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	2020-03-31
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	2021-03-31
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	2022-03-31
Annual Accounts 26 June 2014
Date Approval Accounts	26 June 2014

William Highbourne Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Stuart H.

Pieter B.

People with significant control

Pieter B.

Tanya B.

Accounts Documents

Company filings

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